PDF Reports (Premium Feature)

Ashkan M.

January 31, 2018 05:00

Updated

Advanced reports enable you to filter out data and export file formats before you send. Choose between CSV and PDF files as well as specific business lines for either trips or transactions. Here is how to use Advanced Reports:

Step 1: Select Settings icon on top right of home screen

Step 2: Select Generate Data Export

Step 3: Select Date, here you can choose per month, year or a custom date range

Step 5: Select Advanced Reports and here you can click on each category and filter your information and then click on Email Report when ready to get your data export